MoveBoardThe Bookings area of Reports looks at booked moves. How to read any report is in Read a report.
| Report | What it tells you | The dates are |
|---|---|---|
| Booking Overview | Booked moves by booking date and by move date, with their value, and how many of the period's leads booked. | booked by booking date; moving by move date; leads by the day they came in |
| Booking Lead Time | How far in advance customers book. | moves booked in the period |
| Cancellations & Postponements | Cancelled and postponed moves, when, and the revenue at stake. | the day the order last changed status |
| Postponement Outcomes | Postponed moves, and how many were later rebooked or cancelled. | the day of each change; an automatic cancel counts on the day the move was postponed |
| Bookings by Location | Bookings by origin and destination city or ZIP code, with value and conversion. | leads by the day they came in, by where the move starts or ends |
| Reschedules | Booked moves that changed dates — how often and by how many days. | date changes by the day they were made |
| Schedule Capacity | How booked your schedule is, and open capacity by day. A snapshot of the days ahead — no comparison. | the days ahead, by the date of the work |
Leads and Conversion on Booking Overview
Next to Booked, Booking Overview shows Leads and Conversion, so you can see how many of your leads turned into bookings — for example, 25 booked out of 100 leads.
- Leads is the leads that came in during the period, by the day they came in.
- Conversion is how many of those leads booked, at any time since. The line under it says it in numbers, like "25 of 100 booked".
- They are the same figures as Leads by Source and the Sales Funnel for the same filters, so the reports always agree.
- Conversion is not Booked divided by Leads. Booked counts the bookings made during the period, whatever day their lead came in; Conversion follows the period's own leads.
- Both follow the filters (branch, move type, service, salesperson and source), are compared with the earlier period like the other figures, and open the orders behind them when you click them.
- With Table by set to anything but By period (source, salesperson, move type, move size or service), the table also has Leads and Conversion for each row.
Good to know
- Click any count to see the orders behind it.
- Filters for branch, move type, service, salesperson and source apply where the report says so; Schedule Capacity filters by branch, move type and service only.
- Archived orders are left out.